As part of Local First’s Move Your Money campaign, we’re excited to highlight a local business that’s dedicated to helping clients secure their financial futures. Priority Financial Partners, led by Trent Porter, CPA, CFP®, is about aligning their clients’ finances with their values and dreams. In this interview, learn more about Trent and his team and the value of using locally-owned and independent financial businesses.

What sets Priority Financial Partners apart from other financial advisory firms?

At Priority Financial Partners, we’re not just about managing money—we’re about improving lives. We specialize in helping individuals at or near retirement, and our approach is simple: we act as a co-pilot on our clients’ financial journeys, emphasizing trust, transparency, and impact. We’re also the only NAPFA fee-only firm in the Durango area.

How does Priority Financial Partners stay involved with the local community, and why is that important for your clients’ financial well-being?

We proudly sponsor events like the Durango Wine Experience and iAM Music Festival, reflecting our commitment to the community and have been on numerous local non-profit boards.

Can you share a success story where working with a local advisor from Priority helped clients achieve their financial goals more effectively than with larger firms?

I can’t even count the number of clients who have come from large firms and were blown away by how much more comprehensive and hands-on our approach is. Even though those other firms may have a storefront in Durango, they’re still deeply entrenched in Wall Street’s sales culture and hidden fees.

What advice do you have for individuals or business owners looking to schedule a consultation with you?

Bring your questions, big or small. Our consultations are relaxed, no-pressure conversations designed to provide practical advice and see if we’re the right fit.

Anything I didn’t ask that you want to share?

Financial planning is about more than numbers; it’s about creating a life you love. We help clients align finances with their values and dreams, offering personalized advice with genuine care.

Just for fun! What’s your favorite spot in La Plata County to relax or unwind after a busy week?

The Animas River Trail. The mountain views and fresh air are perfect for a reset.